|
1976
|
Aventura Private Wealth
Aventura,
Florida
|
$154K
|
–
|
–
|
–
|
|
|
1977
|
GHP Investment Advisors
Denver,
Colorado
|
$153K
|
+$601
|
+11
|
+0.4%
|
|
|
1978
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$153K
|
-$33.3K
|
-609
|
-19%
|
|
|
1979
|
Resources Management Corp
West Hartford,
Connecticut
|
$153K
|
+$6.83K
|
+125
|
+5%
|
|
|
1980
|
Park Place Capital
Homewood,
Alabama
|
$152K
|
+$2.73K
|
+50
|
+2%
|
|
|
1981
|
Park Square Financial Group
Roswell,
Georgia
|
$151K
|
-$36.3K
|
-664
|
-21%
|
|
|
1982
|
Acropolis Investment Management
St. Louis,
Missouri
|
$150K
|
+$6.44K
|
+118
|
+5%
|
|
|
1983
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$150K
|
+$9.55K
|
+175
|
+8%
|
|
|
1984
|
NCP Inc
La Quinta,
California
|
$147K
|
-$8.19K
|
-150
|
-6%
|
|
|
1985
|
BOK Financial Private Wealth
Denver,
Colorado
|
$146K
|
–
|
–
|
–
|
|
|
1986
|
Field & Main Bank
Henderson,
Kentucky
|
$144K
|
–
|
–
|
–
|
|
|
1987
|
1 North Wealth Services
Annapolis,
Maryland
|
$143K
|
+$130K
|
+2,382
|
New
|
|
|
1988
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$140K
|
+$27.3K
|
+500
|
+27%
|
|
|
1989
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$137K
|
+$58.2K
|
+1,066
|
+83%
|
|
|
1990
|
South Plains Financial
Lubbock,
Texas
|
$132K
|
-$115K
|
-2,098
|
-49%
|
|
|
1991
|
Kentucky Trust Company
Danville,
Kentucky
|
$132K
|
–
|
–
|
–
|
|
|
1992
|
Pin Oak Investment Advisors
Houston,
Texas
|
$132K
|
-$6.33K
|
-116
|
-5%
|
|
|
1993
|
Addison Advisors
Middlebury,
Vermont
|
$131K
|
-$9.72K
|
-178
|
-8%
|
|
|
1994
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$130K
|
+$928
|
+17
|
+0.8%
|
|
|
1995
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$128K
|
+$2.51K
|
+46
|
+2%
|
|
|
1996
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$127K
|
+$2.29K
|
+42
|
+2%
|
|
|
1997
|
Thompson Investment Management
Madison,
Wisconsin
|
$127K
|
–
|
–
|
–
|
|
|
1998
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$126K
|
–
|
–
|
–
|
|
|
1999
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$126K
|
–
|
–
|
–
|
|
|
2000
|
|
$126K
|
+$115K
|
+2,100
|
New
|
|
